See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $130,209 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 99 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Other Fees | $62,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,381 | $37,884+19.8% | $79,464-42.9% | $75,289-39.7% |
| Participation rate | 87.4% | 65.0%+22.4pp | 73.3%+14.0pp | 72.4%+15.0pp |
| Annual return | -4.94% | 1.06%-6.0pp | 718.14%-723.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,167 | $1,680-30.6% | $2,800-58.3% | $2,405-51.5% |
| Participant deferral / active EE | $3,230 | $2,569+25.7% | $3,704-12.8% | $3,739-13.6% |
| Admin fee / account holder | $162 | $77+112.2% | $5,113-96.8% | $102+58.8% |